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Category Archives: Newsletter

NEWS AND INFORMATION FOR EMPLOYERS Q3 2020

Posted on by Jerome.Pfeffer

The first half of this year has been like nothing we have ever seen before –from record high employment to record unemployment, stimulus packages, the CARES Act, and of course the pandemic itself! As a plan sponsor, you have been … Continue reading

FIDUCIARY RISK MANAGEMENT

Posted on by Jerome.Pfeffer

  Over the past decade workers have used litigation to challenge 401(k) fees, but the frequency of these lawsuits has picked up drastically since 2015.[1] The cases usually focus on excessive fees, poor plan designs, and alleged conflicts of interest.[2] … Continue reading

5 QUESTIONS EVERY 401(k) PLAN SPONSOR SHOULD BE ASKING

Posted on by Jerome.Pfeffer

  A huge responsibility rests on the shoulders of the members of a company’s retirement plan committee. With an influx of lawsuits, headline news, and changing regulations, it’s more pertinent than ever to be aware of what’s going on. We’ve … Continue reading

Reasons to Offer a Financial Wellness Program

Posted on by Jerome.Pfeffer

Why Financial Wellness? Could financial wellness be the answer? Companies of all sizes are constantly searching for  ways to increase employee engagement, improve productivity, build and/or retain a quality team, and enhance benefit programs. Financial wellness could be a simple … Continue reading

403(b) Plan Costs

Posted on by Jerome.Pfeffer
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